3sINTEL BASICS TO FINANCIAL PLANNING Q&A CLASSROOM Conference Call TUES. FEB. 26TH 8PM EST / 7PM CST
3sINTEL BASICS TO FINANCIAL PLANNING Q&A Classroom Conference Call
TUESDAY, FEBRUARY 26TH
8 PM EST / 7 PM CST
209-647-1400 PIN 129533#
As a follow-up to our BASICS TO FINANCIAL PLANNING CLASSROOM, this is an opportunity for you to ask our presenter a question.
To maximize our time on the call and cover as many questions as possible, please forward any questions you have by e-mail to: firstname.lastname@example.org
E-MAILED QUESTIONS WILL BE ANSWERED FIRST on the call.
Please note that information about stocks, bonds, mutual funds, REITS, institutional wealth money managers, annuities, risk management and wealth transfer issues like estate planning will be basic, so questions about specific investment scenarios will not be covered. Our guest speaker has over 20+ years as a financial planner. Take this opportunity. Again, please note that this call is for information purposes only and not a solicitation for services by our speaker.